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Latest articles in Kenya
Flash Report / Kenya

Kenya: Restructured loans hit 29% of total loans; a worrying sign for the banks

Following its monetary policy meeting, which left the base rate unchanged at 7%, the Central Bank of Kenya (CBK) revealed that restructured loans in the Kenya banking sector had hit 29% of total loans by end-June – much higher than the13% recorded in...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 30 July 2020
Flash Report / Kenya

Kenya reopening positive for travel and tourism, but too soon to celebrate

Cessation of movement in and out of the Nairobi Metropolitan Area, Mombasa County and Mandera County lapses today (7 July). Local air travel to resume effective Wednesday, 15 July. Schools will therefore reopen in January 2021. Resumption of air trav...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 7 July 2020
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

DOES CORRUPTION BOTHER YOU? Bangladesh: The use of anti-corruption as a means to persecute and weaken those politicians sitting in the opposition precedes the post-2009 era of the de facto one-party state under the Awami League (ie the Bangladesh Nat...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020
Strategy Note / Global

Africa ex-SA equity strategy: Egypt is the least bad

Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 30 June 2020
Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Weekend Reading / Global

Covid-19: I’d still rather be in Africa, but maybe not next year

At the end of January, I stood beside Murchison Falls with my family, drenched in the spray of the world’s most power waterfall, and I reflected on how much can change in a generation. Comparing the modelled outcome for Africa in 2021 with the curren...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 27 June 2020